If the banking industry still hasn't discovered the magic of artificial intelligence, this chatbot template can give it a glimpse of that. Conversational AI in financial services can not only give rise to personalized experiences but it can also banking transactions seamless and hassle-free. Customers can apply for a loan immediately without filling out a form that takes hours and hundreds of banking agent calls.

Features and Benefits :

1. The chatbot declares in the beginning that the customer must be at least 21 years old to apply for a personal loan.

2. It asks the customer about the city and locality of the property.

3. It asks the customer to add a few pictures of the place.

4. It asks them to add a caption for the image.

5. It allows the customer to skip this part altogether.

6. It asks them to enter a price for the property.

7. It asks them for the number of bedrooms in the property, such as 1 BHK, 2 BHK, 3 BHK, or 4 BHK.

8. It asks the customer to enter the area (in square feet) of the property.

9. It asks the customer if it is a new property transaction or a resale property transaction.

10. It asks the customer if they are the property owner, agent, or broker.

11. To connect the customer with a buyer/tenant, it collects their name, email address, and phone number.

12. It can automate menial everyday tasks and save time for financial services professionals.

Similar Templates in finance-banking Industry


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